See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,093 | $69,010+61.0% | $159,960-30.5% | $68,494+62.2% |
| Participation rate | 76.2% | 65.4%+10.8pp | 78.0%-1.8pp | 67.9%+8.3pp |
| Annual return | -15.32% | -9.65%-5.7pp | 408.60%-423.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,092 | $2,213+84.9% | $4,226-3.2% | $2,596+57.6% |
| Participant deferral / active EE | $5,060 | $4,212+20.1% | $6,182-18.2% | $4,027+25.6% |
| Admin fee / account holder | $4,314 | $4,798-10.1% | $8,698-50.4% | $5,403-20.1% |